Join the Harvard Business School Club of New York for a conversation with Eric Poirier, Chief Executive Officer of Addepar, a leading financial operating system, which provides a data-driven investment analysis to asset owners and financial advisors, offering a comprehensive view of assets at every level, in one place. Last summer, Addepar closed a $140 million Series D funding round, the latest step in the company’s continued growth trajectory. Addepar’s innovative technology platform has broken new ground in providing wealth managers with unparalleled reporting and an aggregation of data that forms a complete view into portfolios that was previously unavailable.
During this discussion, Eric will address the evolution of Addepar, how data and analytics are transforming wealth managers’ relationships with their clients, the state of global finance, and further opportunities for innovation within the industry.
Please note than no refunds will be issued.
Eric Poirier is Chief Executive Officer of Addepar, Inc., a leading financial operating system. In this role, he heads up day-to-day management of the firm and focuses on driving continued growth as well as technology and product innovation.
Throughout his career, Eric has demonstrated a unique ability to solve intractable data and scale challenges in the financial sector with innovative technology. He currently serves as an advisor to 8 Partners, a venture capital firm. Previously, he was a director at Palantir Technologies, which he joined in 2006 as a developer and was one of the firm’s first 20 employees. His responsibilities there included continually shaping the core technology, while building the finance business, which now represents half of the company’s revenue.
Prior to joining Palantir, Eric worked in the Fixed Income Analytics group at Lehman Brothers, where he built tools to model, simulate and analyze data on a variety of debt and credit instruments. In this position, he first became passionate about reimagining large-scale financial technology with the goal of developing offerings that empower professionals with transparent, unified data and powerful, intuitive tools.
He co-founded his first business, which was focused on massively scaling mission critical web sites with high performance requirements when he was just 15 years old, winning eBay and Priceline as customers. Poirier graduated from Columbia University with a B.S. in Computer Science.
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Caleb Silver is editor in chief of Investopedia. He is an award-winning business news journalist who is fascinated by the story of money in all of its manifestations. He began his career as a documentary producer, but was quickly swept into covering business news for Bloomberg as the dot com bubble was growing. He went to CNN to run its business news coverage and spent 10 years at the network in a variety of executive capacities, including the Executive Producer for CNNMoney, the Director of Business News and a Senior Producer on the Situation Room with Wolf Blitzer.
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